Adding Webhook Triggers

How to add a webhook trigger. User Role required to access these settings: Administrator and Triggers Manager.

To send data using webhooks in WhosOnLocation, you must create a webhook trigger. This will configure what, when, and where information is being sent.

Webhook triggers are created the same way as other triggers but can only be set up for sign in/out events and use a specific webhook action.

Before setting up a webhook trigger you must have added at least one webhook in your webhook URLs. Click here for information on adding webhook URLs.

Adding a Webhook Trigger

  1. Go to Tools > Locations.
  2. Click View next to your location.
  3. Select Triggers from the left-hand menu.
  4. Click Create a New Trigger.

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  5. Enter the Trigger Name, Click Active for Trigger Status, Select the Trigger Method.
    Please Note: For a webhook trigger you must use a sign in or out event.

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  6. Click Next.
  7. Enter any Trigger Rules.

    Rules are used to narrow down the Trigger Event to more specific scenarios. If you do not have any rules, the trigger will activate every time the trigger occurs.
  8. Click Next.
  9. Add the webhook trigger action by clicking the Create a New Action button and selecting Webhook – Triggers a Webhook URL.

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  10. Configure the options and test your webhook. See below for more details.
  11. Click Save & Close.

Webhook Trigger Action Details

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Webhook

Select the webhook you want to send data to. This should be set up in your webhook integration settings. If you are an Account Owner or IT Support user, you can add a new webhook by clicking Add New.

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Please Note: Clicking Add New will navigate to a new page which may delete any unsaved changes to the trigger.

Data

There are two types of data packets you can send using webhooks; full and custom.

Full

Sends all standard data which is included in the sign in event, e.g. sign in/out time and method, name, organization, etc.

Custom

Create a custom data packet to send using placeholders. You must format this data so that it will be read correctly by your third-party application inserting your own headers for each value created by the placeholders.

To enter your placeholders in the data packet:

  1. Click View available placeholders.
  2. Select the category of placeholder.
  3. Click Insert next to a placeholder you want inserted in your custom data packet.

To check how your data will send, use the testing process below. Your data packet will be displayed under the Input Data heading.

Testing

Test your webhook by sending an existing event to the webhook URL to get a response.

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  1. Choose a record from the dropdown menu. You can select from the last 10 sign in events for the person type chosen in the Trigger Event.

    All of the data for that event will be displayed under the Input Data.

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  2. Click Send Data.

The data will be sent to your selected webhook as a test and the response will be displayed under the Response Data heading.

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Part of the response should have the line {"success":true} which means it has worked. If it has the line {"success":false} it means it has failed and you need to reconfigure your settings.

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